Connect Netsuite to SaaSGrid

Description

NetSuite is cloud computing company dedicated to delivering business applications over the internet. SaaSGrid offers Netsuite as a Data Source integration.

Credentials Setup

To connect your Netsuite account, you will need:

  1. Your Account ID
  2. Consumer Key/Secret pair
  3. Token ID/Secret pair
Step 1
Get your Account ID
  • Login to Netsuite, and go to Setup -> Company -> Company Information.
  • On the Company Information page, you will see the ACCOUNT ID label on the right side. Save the number, ignoring any trailing values (e.g. _SB1).
Step 2
Create a new Consumer Key/Secret pair
  • Head to Setup -> Integrations -> Manage Integrations
  • Create a new role with the following parameters:
    1. Choose a name for your integration
    2. Check the Token-Based Authentication and TBA: ISSUETOKEN ENDPOINT options
    3. Uncheck the TBA: AUTHORIZATION FLOW and AUTHORIZATION CODE GRANT options
  • Once you press save, scroll down to find your Consumer Key/Secret Pair. Your Consumer Key/Secret Pair is only displayed once! Make sure to save it from this screen, or else you will have to generate a new key pair.

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Step 3
Create a new role
  • In your Netsuite instance, navigate to Setup > Users/Roles > Manage Roles
  • Create a New role with the following permissions:

Setup (all full)

  • User Access Token
  • SOAP Web Services
  • Log in using Access Tokens
  • Integration Application
  • REST Web Services
  • Access Token Management

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Additional scopes:

You will also need to configure Lists, Reports, and Transactions permissions, depending on your integration scope. Always feel free to reach out to us if you need guidance here.

  • Once configured, press Save.

Step 4

Assign the role to a user
  • This can be a new or existing user. To create a new user, head to Lists -> Employees -> Employees -> New. To use an existing user, head to Lists -> Employees -> Employees -> Search and open the user. Once you have opened the relevant user, select Edit.
  • Scroll down to the Access -> Roles tab, and add our newly created Integration Role to the list

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  • Click Save.

Step 5

Generate the Access Token Key/Secret Pair

The final step is to generate the Access Token Key/Secret Pair for the User.

Head to Setup -> Users/Roles -> Access Tokens -> New

On the Access Token page, select the Integration Record (Application Name), User, and Role we just set up.

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Once configured, press Save. You will see your Token Id/Secret Pair at the bottom of the page.

That's it! Take those values and paste them into SaaSGrid.

netsuite linked

Screenshot 2024-03-28 at 1.43.32 PM